**Responsibilities** **Overview** Develops and implements business relations activities to promote growth of the Credit Union and market its products and services primarily among select employer groups. Serves as the Credit Union’s outside sales representative by actively identifying, cultivating, soliciting, acquiring, developing and servicing relationships with targeted businesses and groups. **ESSENTIAL DUTIES AND RESPONSIBILITIES** + **Financial Education & Events** : + Plans and tracks financial education events. + Promotes credit union membership during enrollment activities. + Coordinates staff involvement and sends satisfaction surveys post-events. + **Event Preparation** : + Prepares materials and presentations for various formats (seminars, webinars, videos, courses, tradeshows, social events). + **Relationship Management** : + Maintains relationships with partner groups. + Provides up-to-date information and marketing materials. + Schedules annual meetings to plan activities and responds to inquiries. + **Record Keeping** : + Maintains accurate records of partner group statistics and activities. + Provides comprehensive reports on development efforts **The base range for this position is $58,000/yr. - $72,000/yr. based on experience, plus Incentives** **Qualifications** **EDUCATION and/or EXPERIENCE** + Associate’s Degree or equivalent combination of education and experience. + Three years of related experience and/or training. **OTHER KNOWLEDGE, SKILLS, AND ABILITIES** + Proficient with Microsoft Office Suite and personal computer use (Zoom, Camtasia). + Understanding of state and federal laws. + Excellent consultative sales skills for building business relationships. + Ability to work independently with minimal supervision. **CERTIFICATES, LICENSES, REGISTRATIONS** + Valid driver’s license required. **TRAVEL REQUIREMENTS** + Regular local travel for business opportunities. + Regional and out-of-state travel 4-6 times per year. + Some non-traditional/weekend hours required. **Job Locations** _US-TX-Dallas_ **Category** _Business Relations_ **Type** _Full-Time Regular_ **Location : Location** _US-TX-Dallas_ **ID** _2025-1463_